Sequifi Q2 (AMJ) 2026 Delivery Plan

Townhall: Jun 22 - Jul 5, 2026 Support Dashboard

Updated on: July 8, 2026

Task Gantt

Schedule: April 1 – June 30, 2026 · Complete

Deliverables & Assignees
April
May
June
Apr 1 - 14
Wk1Wk2
Apr 15 - 30
Wk3Wk4
May 1 - 16
Wk1Wk2
May 17 - 31
Wk3Wk4
Jun 1 - 16
Wk1Wk2
Jun 17 - 30
Wk3Wk4
Builds - GGN25 / 35
Completed25
Commission Tier Progression Completed
Prem
Stack Split Feature Completed
Prem
Front end - ad hoc tasks and quick wins Completed
Rishi
Worklio Adhoc Improvements Completed
Jay, Niti
No Audit Log or Effective Date Tracking for Position Changes in Profile Management Completed
Gorakh
Effective Date Additional office override Completed
Prem
Roofing Calculation logic update to mortgage logic Completed
Sonam
Show only client/API-provided job statuses in reports and exports Completed
Prem
All Servers - Add Permission to Control Leaderboard Visibility (Global Setting) Completed
Sonam
All Mortgage Servers- Update Leaderboard Headers for Mortgage Servers Completed
Sonam
New everee added filter to avoid returning the paid payables Completed
Jay
Worklio Onboarding Flow change and Edge Cases Completed
Niti, Rishi
All Servers : Enable Backdating of Product Effective Date Completed
Prem
Re-order drug test through Turn.ai Completed
Niti, Rishi
Solidifying the payroll check into one separate file & Remove the legacy single process payroll and make alw… Completed
Jay
Improve Move to Next, Mark as Paid & Undo all status API's. Completed
Jay
Add new status to indicate the payroll failed and to display unfinalize button Completed
Jay
Add a validation check for Everee W2 payroll that prevents users from finalizing or executing payroll before… Completed
Jay
All Server- Store and Display Custom Sale Fields for Commissions, Overrides, and Clawbacks Completed
Prem
All Servers - Align Tier Calculations with Position Backdating Functionality Completed
Prem
Multi-account paycheck distribution → future enhancement. Completed
Jay
Payroll log's add to the clickhous to later check or identify the issues if needed Completed
Jay
Add restriction for w2 payroll same as close payroll. Completed
Jay
Global Improvement – Add "Offer Expiration Date" as a Smart Field Option in SequiDocs Completed
Rushita, neelesh
Worklio Payroll Processing Updates Completed
Jay
In Progress2
Overnight Support Continuous
Prem, Sonam, Jay, Niti, Rishi
Re-evaluate Tier-Based Commission Values When EPC Changes On Hold
Prem
Blocked1
Worklio New Pay Date API & Sync High Moved to Q3
Jay, Rishi
Planned6
Termination : Sequifi <> Worklio PRD Pending
Niti
Plaid Verification - User Onboarding
Niti, Rishi
Worklio - Multiple Bank Accounts for Salary Split Backlog
Niti
Updates to Milestone logics for Import, API or Manual Backlog
Prem
Enable Re-Opening or Editing of KYC Wizard for Missing Signatory Documents Backlog
Niti
Payroll transaction patter implementation Backlog
Jay
On Hold2
Importing company tax info mid quarter Critical On Hold PRD Pending
Sonam, Rishi
Worklio transfers position (1099 to W2) High On Hold Decision Pending
Niti, Rishi
Builds - NOIDA22 / 26
Completed22
Position Change History in User Logs Completed
Ashutosh
Pending Pay Verification High Completed
TBD
All Servers- Add “Last Month” Option to Timeframe Filter Across All Reporting Pages Completed
Neelesh
Payroll Totals Report Missing Wages/Salary and Tax Breakdown Completed
Aakash
3 Decimal Places Completed
Neelesh
Request Approval by Name/ID Completed
Rushita, Neelesh
All Servers- Capture Initial Configuration in Audit Logs (User, Product, Commission, Milestones, Position) Completed
Rushita, Neelesh
Pending Pay Approval – Add Email Notification on “Send for Approval” Action Completed
Rushita, Neelesh
PPV - Migration Suggestion Completed
Neelesh, Gorakh
PPV - Email notification and setting template Completed
Neelesh, Rushita
PPV- By default on Completed
Neelesh, Rushita
Request Approval by Name/ID Completed
Neelesh, Rushita
Request Approval by Name/ID Completed
Ashutosh Y
Quick Hire Completed
Neelesh, Rushita
Sytem wide Sale Recalculation MasterPlan Implementation Completed
Aakash
"Need a filter in user network page to show: All overrides Disabled Overrides Only Enabled Overrides Only Fi… Completed
–
All Servers- Add Email Notifications for Payroll Dispute Comment Responses Completed
Neelesh
Override Improvements Completed
–
My Earning Overhaul Completed
Akash, Rushita
After the Override Build is released, verify and enhance the card display and history on the Network screen Completed
Ashutosh , Rushita
Recalculate on missing functions High Completed
TBD
All - Add Option to Exclude Disabled Users from Network Override Screens Completed
Ashutosh , Rushita
In Progress4
Front end - ad hoc tasks and quick wins Completed
Rushita
Overnight Support Continuous
Neelesh
All Servers- Support Business-to-Business (B2B) Self-Onboarding
Rushita
My Earnings Overhaul: Commissions & Overrides (Phase 1) Completed
Ashutosh, Rushita
On Hold1
Do Not Pay On Hold Handover Scheduled
Neelesh
Builds - BLORE14 / 27
Completed14
Grow Marketing - Custom Config High Completed
Purvesh R
Override Pool Evaluation Carryover Completed
Purvesh R
Marketplace API Development Carryover Completed
Manikandan, Hemanth, Bala, Arun, Likhith
Time/Hours Imports High Completed
Hemanth, Bala, Abhilash
Grow Marketing - Enhancements to Pool Override Completed
Purvesh R
Grow Marketing- Address Initial Feedback on Pool Override Experience Before Full Rollout Completed
Purvesh
Small Impactful wins by Adam Completed
Deepak, Bala, Hemanth
Grow Marketing- Profit Share Rebranding & Standard Permission Updates Completed
Purvesh
Jobber Partnership Integration with SequiPay Completed
Abhilash
Standard Payroll Read Only View Completed
Bala and Hemanth
Laravel upgrade Completed
Abhilash
All Server - Add "Rep Position " Column to Report Builder Completed
Bala
Email Capability on Payroll Page Completed
Deepak, Bala, Hemanth
Location Filters on Payroll Page Completed
Deepak, Bala, Hemanth
In Progress11
Cost Optimization for Sequipay (Primarily Jobber) High Parked
Abhilash
SequiDocs 3.0 Carryover
Arun
Worklio Benefits (Full Integration)
Purvesh R, Likhith R Likhith OOO May 4-6
Prismatic Integrations Continuous
Manikandan OOO May 13-15
Support
Deepak, Bala
Overnight Support Continuous
Deepak
Retroactive Tiers
Deepak
Overnight Support Continuous
Purvesh
Standard Payroll Report
TBD
Worklio Benefits - V0
Purvesh R, Likhith R
Logic Based Wages/Commission
Deepak, Bala, Hemanth
Planned1
Worklio Time Clock/Attendance Low
Purvesh R, Likhith R
On Hold1
Infrastructure Cost Savings Analysis - SMB Carryover On Hold
Abhilash
Integrations - GGN16 / 19
Completed16
ResideSimpli - Arrive Integration Implementation Completed
Farhan, Rachna
Lending Spot- Arrive Integration Implementation Completed
Farhan, Rachna
Texan Direct - Arrive Intergation Implementation Completed
Farhan, Rachna
Waymaker Mortgage - Arrive Integration Implementation Completed
Farhan, Rachna
Dade Mortgage - Arrive Integration Implementation Completed
Farhan, Rachna
Foxtrot - Arrive Integration Implementation Completed
Farhan, Rachna
Chipr Integration Completed
Farhan, Rachna
Join ESP (Webhook Based) Completed
Farhan, Rachna
Appli (Arrive Integration) Completed
Farhan, Rachna
People Choice Solar- Enerflo Completed
Farhan, Rachna
Flex Ventures (Fieldroute) Completed
Farhan, Rachna
Gulf Bank Coast - Encompass Completed
Farhan, Rachna
Heliocore- Pipesolar Completed
Farhan, Rachna
Migration from Lamda to Prismatic (Arrive and Jobnimbus) Completed
Farhan, Rachna
New Implementation of Jobnimbus to Prismatic Completed
Farhan, Rachna
Roofing Tenant (Prismatic Jobnimbus ) Tar, Goldstone and Fortrress Completed
Farhan, Rachna
In Progress2
Momentum Superbase
Farhan, Rachna
Noxpwr Enrflow
Farhan, Rachna
On Hold1
A team Roofing - Job Nimbus On Hold
Farhan, Rachna
Support0 / 0
No Q2 tickets created yet
Performance & Tech Debt - GGN1 / 2
Completed1
Self Serve, Worklio KYC, Auto-Deploy Scope Changed Completed
Gary, Gorakh, Farhan
In Progress1
Template Based Server Deployment
Gorakh
Product7 / 11
Completed7
Sales / Excel Import: Closed-Sale Lock, Import Undo & Strip-and-Continue Completed
Adam
Payroll / Advances: Advance Against an Account — Projected Availability, Self-Tracking Recoupment & Account History Completed
Adam
Overrides: Disable / Enable Across ALL PRODUCTS Completed
Adam
My Requests: Overview Cards + Accurate Advance Balances Completed
Adam
One-Time Payments: Schedule Payments for a Future Date Completed
Adam
Flexible Date Formats on Sales Import: Stop Reformatting Your Dates Completed
Adam
Sequifi - Mobile App Completed
Sam, Danielle
In Progress10
Remove IS Manager dependency Completed
Adam
Reporting UX Overhaul High
Matthew
Manager Field not required
Adam
My Earning / Reporting Redesign
Danielle
AI - Ask Anything
Matthew
Worker view under payroll reports
Adam
Remove company margin
Adam
AI Development Lifecycle Implementation
Matthew
Quick Win: Sale count in payroll (commissions and overrides only)
Adam
Mobile Pay Verification
Danielle
Unassigned0 / 7
In Progress1
Wages as a Draw
–
Planned6
Removing the restriction that prevents adjustments on disabled users. Backlog
–
All Server - Standardize Request & Approval Status Visibility in Standard User View Backlog
–
All Servers- Add Clear Exit Instruction on Final Screen of Background Checks Flow Backlog
–
Franchise Model Low
–
Enhance S-Clearance Report with Package Column and Improved Layout
–
Worklio - Enable Multiple W-4 Form Updates for Employees
–
Commission Tier Prog ✓
Stack Split ✓
FE Ad hoc & Quick Wins ✓
Worklio Adhoc Improvements ✓
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Worklio Onboarding ✓
Completed
Drug test ✓
Solidifying payroll ✓
Improve status APIs ✓
Payroll failed status ✓
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Worklio Payroll Updates ✓
Overnight Support · 144 tickets resolved
On Hold
Moved to Q3
Planned
Planned
Planned
Planned
Planned
Planned
On Hold
On Hold
Position Change History ✓
Pending Pay Verification ✓
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Request Approval ✓
Quick Hire ✓
Completed
Completed
Completed
Completed
Completed
Completed
Recalculate on missing fn ✓
Completed
FE Ad hoc & Quick Wins ✓
Overnight Support
In Progress
My Earnings Overhaul ✓
On Hold
Grow Marketing ✓
Override Pool ✓ LIVE
Marketplace API Dev ✓
Time/Hours Imports ✓ LIVE
Grow Marketing - Enhancements ✓
Completed
Small Impactful wins by ✓
Completed
Jobber Partnership Integ ✓
Completed
Laravel upgrade ✓
Completed
Completed
Completed
Cost Opt - Sequipay 90%
SequiDocs 3.0 90%
Worklio Benefits 50%
Prismatic Integrations 0%
Support
Overnight Support
Retroactive Tiers 0%
Overnight Support
In Progress
In Progress
In Progress
Planned
On Hold
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
In Progress
In Progress
On Hold
Self Serve Auto-Deploy ✓
Template Server Deploy 0%
Sales / Excel Import ✓
Payroll / Advances ✓
Overrides Disable/Enable ✓
My Requests ✓
One-Time Payments ✓
Flexible Date Formats ✓
Sequifi - Mobile App ✓
Remove IS Manager ✓
Reporting UX Overhaul 60%
In Progress
In Progress
In Progress
In Progress
In Progress
In Progress
In Progress
In Progress
In Progress
Planned
Planned
Planned
Planned
Planned
Planned

Team Member Availability

Allocation and availability periods for each team member

Team Member Allocated Tasks Available
BUILDS - GGN
Jay (BE)Through Jun 30Worklio Payroll (90%, Jun 15) · Payroll APIs ×3 (30%, Jun 30)From Jul 1
Niti (BE)-Worklio Onboarding (done) · Drug test (done)Available Now
Sonam (BE)Through Jun 30Overnight Support (continuous)From Jul 1
Prem (BE)Through Jun 30Overnight Support (continuous) · Re-evaluate Tiers (10%, Jun 3-10)From Jul 1
Rishi (FE)-Worklio Onboarding (done) · Drug test (done) · FE ad-hoc (done)Available Now
BUILDS - NOIDA
Rushita (FE)Through Jun 30FE ad-hoc (60%, Jun 30) · Quick Hire (Jun 2-12)From Jul 1
Ashutosh Y (BE)-Request Approval by Name/ID (done)Available Now
Aakash (BE)ContinuousSystem-wide Sale Recalculation MasterPlanPartial
Neelesh (BE)Through Jun 30Overnight Support · Quick Hire (Jun 2-12)From Jul 1
BUILDS - BLORE
Abhilash (Lead)Through May 11Jobber Partnership (90%) · Cost Optimization (parked)From May 12
Manikandan (BE)Continuous (Apr 28+)Prismatic IntegrationsPartial · OOO May 13-15
Purvesh R (BE)Through Jun 30Worklio Benefits (50%) · Overnight Support (Jun 8-30) · Grow MarketingFrom Jul 1
Bala (BE)Through May 25Small Impactful wins · SupportFrom May 26
Arun (BE)Through May 8SequiDocs 3.0 (90%)From May 9 · OOO May 8
Likhith R (BE)Through May 31Worklio Benefits (50%)From Jun 1 · OOO May 4-6
Hemanth (FE)Through May 25Small Impactful winsFrom May 26
Deepak (BE)Through Jun 30Retroactive Tiers (Jun 2-30) · Overnight Support (to Jun 7) · Small Impactful wins · SupportFrom Jul 1
INTEGRATIONS - GGN
Farhan (Integrations)Continuous17 Integrations (13 done, 3 in progress, 1 on hold)Partial
Rachna (Integrations)Continuous17 Integrations (co-resource with Farhan)Partial
SUPPORT
Kunal (FE)ContinuousSupport TicketsPartial
Lokender (BE)ContinuousSupport TicketsPartial
Anurag (BE)ContinuousSupport TicketsPartial
Naman (BE)ContinuousSupport TicketsPartial
PERFORMANCE & TECH DEBT - GGN
Gorakh (BE)Through Jun 30Self Serve/KYC/Auto-Deploy (done) · Template Server Deployment (Jun 8-30)From Jul 1
PRODUCT
Sam (Lead)-Sequifi Mobile App (Completed)Available Now
Danielle (Design)In progressMy Earning / Reporting Redesign · Sequifi Mobile App (done)Allocated
Matthew (Product)Through Jun 30Reporting UX Overhaul (60%)From Jul 1
Adam (Product)May 25 - Jun 12Remove IS Manager dependency (10%)From Jun 13